Portal Feature Requests
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Proposals (364)
Catalog (56)
People (13)
Payments (61)
Orders (31)
General (51)
3rd Party Integrations (73)
Developer API BETA (0)
Recently used section in catalog
Is there a feature in the works for a recently used materials or item in the catalog as this feature would greatly reduce the time to search things. Maybe have it keep track 100 unique items added into our companies proposals across the company of users.?
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1
Client Provided Items
Client provided TV, Roku, Mount, etc etc etc. Can either have a ton of client provided, or a single item to be added, then add your own notes. Having this will allow you to see the full scope of the job wtihout creating custom items.
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3
Suggested Labor Rate
With the recent addition of Auto Attachments it would be great if Portal could also suggest/recommend labor rates the same way it does with the accessories.
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2
Show Labor Quantity
It would be nice if labor quantity showed on the client's proposal. As of now, every time I need to show labor quantity, i have to make my labor a "custom item" in order to work.
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2
Additional Dynamic Options
In some cases We would like that ability to base the dynamic percentage of an item on the cost, not sell price. Also, having the option to base the dynamic item calculation on a specific item, ideally in the case where it is accessorized to that main item.
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4
Right now you have 1,471,460 items in your catalog. Please allow us to sort through your 1,471,460 items and select the 250 items we DO sell.
We don't want to rely on the favorite bar. We don't want to make a huge template and manually search through a template. Have the ability of the ADMIN of the account to select or hide items from the catalog that are/not an option for a company. When new items come out we can move those new items in. When new model numbers for tvs come out those old models can be replaced. Right now the catalog is 1,471,460 and that is TOO much. Thanks we love the software and plan to use it forever - just need a way of limiting errors and that starts with seaching in a pool of 1,471,460 items with only realistically selling 250.
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1
Markup from cost when MSRP isn't available
In some instances MSRP isn't available for items. When that happens it would be great to have the Markup From Cost option enabled. This will prevent an item getting added to a proposal at $0.00 and sold that way by mistake.
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4
Discontinue or Archive Catalog Items and Custom Items
I would like the ability to discontinue old parts that are no longer available or that we decide we do not want to sell any more so that we don't accidentally put them in new proposals.
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4
Show Product Review Scores in Portal Catalog Pulled from rtings.com
Showing product review scores in the Portal Catalog, pulled from www.rtings.com would be very helpful. Especially for TVs. There are so many model TVs, and I am constantly having to jump back and forth to compare TVs when trying to find the right TV for a particular job. rtings.com does a really good job with their scores.
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Custom items and labor should be in regular catalog
why create extra steps. it makes no sense.
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1
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